LUMIERE FINANCIAL

Overview

Lumiere Financial is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management for individuals and small businesses, plus pension consulting support, adviser selection services and educational workshops. It also functions as an insurance broker and uses a variety of fee arrangements, including percentage-of-AUM, hourly and fixed fees. The firm identifies itself as an active ESG investor and allocates to external managers across both traditional and alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices